Latest Institutional Transactions on Ishares Barclays 1 3 Year Trea (SHY)
This table provides information on the latest institutional transactions involving Ishares Barclays 1 3 Year Trea (SHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-130Closed |
$10.8K - $11.1K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Excalibur Management Corp
|
SELL
|
- |
-83KClosed |
$6.91M - $7.1M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
5th Street Advisors, LLC
|
BUY
|
- |
5.84KNew |
$486K - $499K
|
5.84K
$482K
|
|
|
May 02, 2022
Q1 2022
|
Forward Management, LLC
|
SELL
|
- |
-6.35MClosed |
$528M - $543M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-32.9KClosed |
$2.74M - $2.81M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-820Closed |
$68.3K - $70.1K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-38- 17.59% |
$3.16K - $3.25K
|
178
$14.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Ibex Investors LLC
|
SELL
|
- |
-48KClosed |
$4M - $4.1M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-210Closed |
$17.5K - $18K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.45KClosed |
$287K - $295K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-149Closed |
$12.4K - $12.7K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.09KClosed |
$257K - $264K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-383Closed |
$31.9K - $32.7K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-22.2KClosed |
$1.85M - $1.89M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-553Closed |
$46K - $47.3K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.39KClosed |
$199K - $205K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-3.5KClosed |
$291K - $299K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-2.75KClosed |
$229K - $235K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Dec 26, 2024
Q4 2021
|
Cypress Capital, LLC
|
BUY
|
- |
8.18KNew |
$700K - $705K
|
8.18K
$676K
|
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.47KClosed |
$126K - $127K
|
0
$0
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.93KNew |
$251K - $253K
|
2.93K
$242K
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
5+ 0.2% |
$428 - $431
|
2.54K
$210K
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-8.46KClosed |
$723K - $729K
|
0
$0
|
|
|
May 10, 2022
Q4 2021
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
3KNew |
$257K - $259K
|
3K
$248K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-10Closed |
$855 - $862
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.38KNew |
$203K - $205K
|
2.38K
$196K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.2KClosed |
$103K - $103K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-88Closed |
$7.52K - $7.58K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-632Closed |
$54K - $54.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
78.3KNew |
$6.7M - $6.75M
|
78.3K
$6.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-111Closed |
$9.49K - $9.57K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-3.28KClosed |
$280K - $283K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
PUT |
-750K- 75.0% |
$64.1M - $64.6M
|
250K
$20.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
33New |
$2.82K - $2.84K
|
33
$2.73K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-10.2KClosed |
$871K - $878K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Compton Financial Group, LLC
|
SELL
|
- |
-112KClosed |
$9.55M - $9.63M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2Closed |
$171 - $172
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4Closed |
$342 - $345
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-125KClosed |
$10.7M - $10.8M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.82KClosed |
$241K - $243K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.44KClosed |
$208K - $210K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-582- 12.65% |
$49.8K - $50.2K
|
4.02K
$332K
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-67Closed |
$5.73K - $5.77K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.52KClosed |
$215K - $217K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.1KClosed |
$265K - $267K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-53- 2.22% |
$4.53K - $4.57K
|
2.33K
$192K
|
|
|
Feb 02, 2022
Q4 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
20+ 0.78% |
$1.71K - $1.72K
|
2.57K
$212K
|
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-220KClosed |
$18.8M - $19M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-23.2KClosed |
$1.98M - $2M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Sl Advisors, LLC
|
SELL
|
- |
-8.25KClosed |
$705K - $711K
|
0
$0
|
|